Billing Statements

CAMS provides billing statements for single or multiple students, contacts, or faculty. Several Statement Options and Formats are available to meet your billing statement needs.

To generate billing statements:

From the CAMS Enterprise Home page, click Billing >Reports Menu >Statements to open the Billing Statement Options window.
Provide values for all of the required entries.

Select Options: Determine whether you will be generating statements for single or multiple students, contacts, or faculty. Other options include Monthly or Collection statements. The value selected here determines which fields display on the Selection tab.
Show Statement Detail: Select the appropriate statement detail:
- Term - Displays only those transactions linked to the specified term.
- Transaction Date - Displays transactions that fall within the defined transaction date range.
- Creation Date - Displays transactions which were created in CAMS on a particular date (automatically defined by the system), regardless of Transaction (effective) date.
- Multi-Term - Allows selection of multiple terms to display on a single statement.
Show Pending Awards: Indicate whether or not to include pending financial aid. If "Yes" is selected, CAMS will include awards from the Financial Aid Ledger which have not yet been transferred to billing. Awards that have been transferred to the billing batch are no longer considered pending and will not display as such. To include awards that are in a Billing Batch, select Ledger and Batch as the Statement Source.
Statement Format: Select the appropriate statement format. Click here to view detailed information regarding each format.
Statement Source:Determine whether to include transactions from the Student Billing Ledger only or from the Billing Batch as well.
Housing Charges: Indicate whether or not to include pending housing charges. If "Yes" is selected, CAMS will include housing charges from the Housing module which have not yet been transferred to billing. Housing charges that have been transferred to the billing batch are no longer considered pending and will not display as such. They will display on the statement as a debit to the owner's account. To include housing charges that are in a Billing Batch, select Ledger and Batch as the Statement Source.

Enter the term or date range (based on the selection in the Show Statement Detail field) in the Detail Transaction Definition field.
If Yes was selected in the Show Pending Aid and/or Housing Charges field, then the Pending Housing/Financial Aid for Term Range field appears. Enter the Term From and the Term To for aid/housing charges to be included.
Select the AR Type (optional). This allows only transactions marked with the selected AR Type to be included.
Click the Selection tab. The fields displayed are based on the value chosen in the Select Options field on the Options tab. Use the search icon if single student, contact or faculty was chosen. Otherwise, use the criteria available when multiple students, contacts, or faculty is chosen.
Click the Print tab.
Select the Schedule Term (If applicable. This only displays when the Combined Sched/Statement or Combined with Details statement formats are chosen.)
Select the Balance Type to be used: All, Credit, Debit, Non-zero, or Zero Only.
If desired, enter a Statement Note that you wish to have appear on the statement. If printing multiple statements, the note displays on each statement. Using the lookup icon to the right of the Statement Note field standard “canned” comments can be quickly entered. The Comment reference table contains all the standard statements.
Click Print. The report viewer opens, and the statements display which match all criteria and options defined. Totals are shown on the statement to reflect the following items:

Previous Balance
Statement Total - all transactions in the detail, excluding pending transactions
Pending Total - all pending transactions
Overall Total - includes the sum of Previous Balance, Statement Total, and Pending Total